Identifying Duplicate Records or Persons
The Duplicate Records - Persons tool enables you to check your database for Records or Persons with the same name.
- Navigate to the Record Workspace.
- Click . The tool will open and show a list of all Records with identical names.
to view Person duplicates instead.
The Duplicate Records - Persons tool is purely informational, it will be up to you to determine the necessary steps to correct any duplicates you discover. Some other CRM features that may be helpful:
Note: This tool will only identify exact matches. Typos, slight spelling changes, or nickname use from one entry to another will not match. For example, Smith, Robert and Smith, Rob would not appear on the list.
What Is a Record? Records are your primary point for storing information in AdvisorEngine CRM. Everything you do in the system happens within or is tied to one or more Records. Understanding the structure of Records and consistently populating them ...
Adding Persons to a Record
Each Record in AdvisorEngine CRM can hold up to two Persons. Adding a Person to a Record can be accomplished through a few different methods: Add a new Person to an existing Record. See below. Add a new Person when creating a Record. See Adding a New ...
This tool allows you to take two distinct Records in AdvisorEngine CRM and merge them together. You will be able to specify which data from each Record to merge or discard. Warning! Use this feature with care; it cannot be reversed. The original ...
Can't See or Find a Record
There are two features of AdvisorEngine CRM that affect the visibility of Records: Offices and Owner Groups. If there is a Record you know exists that you can’t see or find, check the settings for both to ensure you have access to the Records you ...
Classifying and Tagging Records
Classifications and Tags are used to profile your Records for easy retrieval. An effective and consistent system of Classifications and Tags will allow you to quickly retrieve any segmented list of Records to easily view, correspond with, or report ...